Client detail page tools

Manage client records covers the basics of what a client record stores. This article digs into the surface — the KPIs and chips on the list page, the journey timeline and history modal on the detail page, and what every label actually means.

On the Clients list page

KPI strip

A small four-tile strip across the top of /clients showing salon-wide client metrics — total clients, new in the period, average lifetime value, and average visit frequency. The numbers respect the currently-selected location and date range.

Link-status segment tabs

Below the KPI strip there's a row of tab pills filtering the list by account-link status. The tabs:

• All — every client record.
• Linked — clients who have a Randvu account linked (they can manage their own bookings, edit their profile, etc.).
• None — clients with no account link (most one-off walk-ins).
• Pending verification — invited but haven't accepted yet.

Each tab shows the count of records in that state. Useful when you're rolling out account links to existing clients and want to track how many have accepted.

Status chips on rows

Each client row carries small auto-derived chips when their KPIs qualify:

• VIP — top-tier spend / frequency.
• Loyal — long history with the salon.
• Reliable — low no-show rate.

These aren't user-editable tags — they're computed from the client's visit history and surface automatically. If a client stops booking for a long stretch, their VIP chip eventually disappears.

Link status badge

A small pill next to the client's email / phone showing the account-link state for that client (linked, none, pending). Helps you tell at a glance whether a client can self-serve via the guest manage link.

On a single client's detail page

Click any client to open /clients/[id]. The detail page is split into:

Header

Name, contact, status chips. The right side has action buttons: Edit, Export client data, Manage preferences, plus a danger zone link at the bottom of the page.

Journey timeline

A vertical timeline of everything that's happened with this client, grouped by day. Each event has a coloured dot whose colour matches its state:

• Green — completed appointment, sale.
• Red — cancelled appointment.
• Amber — no-show.
• Primary (brand) — upcoming / confirmed appointment.
• Neutral — pending / informational events (notes, intake forms).

Above the timeline there's a filter chip row with five filters:

• All
• Appointments
• Sales
• Notes
• Photos

Filter narrows the timeline to the chosen type. Useful when you've got a long history and just want "every photo we've taken" or "every note we've written".

History modal

Tapping any past event opens a history modal with the full detail of that event — for an appointment, the services, staff, total, and notes; for a note, the title and body; for a photo, the image and any caption.

The modal is a read-only view of past data. To change anything historical, open the relevant booking / note from its own detail page rather than this modal.

Preferences (separately)

The Manage preferences button opens a focused editor for the client's beverage and product preferences — short label / value pairs the team can refer to (e.g. flat white, oat milk / Olaplex No.3 at finish). These show up at the top of the booking detail when this client is in the chair.

Danger zone

At the bottom of the detail page, a separate section with the destructive actions: Export client data (GDPR-ready full export) and Anonymize client (strip identifying info while keeping historical bookings intact).